+456.7%
AXTI vs PEP
+2.4%
+454.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +3.8% | -11.1% | -3.3% |
| 7D | -26.2% | +7.4% | -33.5% | -19.7% |
| 30D | -45.1% | +13.3% | -58.5% | -36.9% |
| 3M | -27.2% | +3.5% | -30.6% | -21.4% |
| 6M | -55.2% | -5.9% | -49.2% | -48.8% |
| YTD | +190.8% | +2.3% | +188.5% | +252.1% |
| 1Y | +456.7% | +3.7% | +453.0% | +563.5% |
| All | +456.7% | +2.4% | +454.3% | +563.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PEP.
Daily Out/Under-Performance
Portfolio return minus PEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PEP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling